Quotation filters

Filters are used to make customized searches that can be used for different purposes.

For understanding filters in general you should look at this section.

Manage quotation filters

Accessing filters is done by accessing the SETTINGS > FILTERS menu.

In the same menu, it's possible to edit and delete the existing filters.

Creating a quotation filter

Creating a filter is done by using the Create new filter button and following the general guide to custom filters.

When you are done creating the filter, you can press Save filter.

Using the filter

The filter can be used in various places. See the general filter section for more information on where to use filters.

In the sales module filters are commonly used to find specific quotations that match the filter criteria.

This is done in the submenu SEARCH WITH FILTER: